Beckerman Institutional, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$188.2M
Q ending 2026-03-31
Prior quarter
$178.1M
Q ending 2025-12-31
Change
+5.7% QoQ · +136184.4% YoY
Positions
121
reported holdings
Largest positions
Top 100 of 121 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $16.0M | 33K |
| Dimensional Etf Trust | DFAI | Shares | $11.5M | 294K |
| Doubleline Etf Trust | DBND | Shares | $10.2M | 222K |
| Ishares Tr | IDEV | Shares | $7.7M | 92K |
| Alphabet Inc | GOOGL | Shares | $6.7M | 23K |
| Tcw Etf Trust | FLXR | Shares | $5.4M | 138K |
| Pimco Etf Tr | LDUR | Shares | $5.2M | 54K |
| Dimensional Etf Trust | DFAC | Shares | $5.1M | 130K |
| World Gold Tr | GLDM | Shares | $4.8M | 51K |
| Schwab Strategic Tr | SCHD | Shares | $4.3M | 141K |
| Dimensional Etf Trust | DFIV | Shares | $4.0M | 76K |
| Wisdomtree Tr | DGS | Shares | $3.9M | 65K |
| Vanguard Instl Index Fd | VBIL | Shares | $3.6M | 48K |
| Vanguard Index Fds | VO | Shares | $3.5M | 12K |
| Simplify Exchange Traded Fun | MTBA | Shares | $3.2M | 65K |
| Schwab Strategic Tr | SCHO | Shares | $3.2M | 132K |
| Ishares Inc | EMXC | Shares | $2.9M | 37K |
| Dimensional Etf Trust | DFAT | Shares | $2.9M | 46K |
| Ishares Tr | STIP | Shares | $2.9M | 28K |
| J P Morgan Exchange Traded F | JPIE | Shares | $2.8M | 61K |
| Pimco Etf Tr | BOND | Shares | $2.7M | 29K |
| Blackrock Etf Trust Ii | BINC | Shares | $2.5M | 49K |
| Fidelity Covington Trust | FHLC | Shares | $2.4M | 34K |
| Schwab Strategic Tr | SCHC | Shares | $2.4M | 51K |
| Dimensional Etf Trust | DFAE | Shares | $2.3M | 68K |
| Fidelity Comwlth Tr | ONEQ | Shares | $2.0M | 24K |
| Fidelity Covington Trust | FREL | Shares | $1.9M | 70K |
| Ishares Tr | DGRO | Shares | $1.9M | 27K |
| Ishares Tr | ITA | Shares | $1.8M | 8K |
| Apple Inc | AAPL | Shares | $1.8M | 7K |
| Pgim Etf Tr | PULS | Shares | $1.7M | 34K |
| Bancroft Fd Ltd | BCV | Shares | $1.6M | 74K |
| Ishares Tr | IEFA | Shares | $1.6M | 17K |
| Fidelity Covington Trust | FCOM | Shares | $1.5M | 22K |
| Dimensional Etf Trust | DFAU | Shares | $1.5M | 33K |
| Meta Platforms Inc | META | Shares | $1.4M | 3K |
| Ishares Tr | IJR | Shares | $1.4M | 11K |
| Jpmorgan Chase Finl Co Llc | AMJB | Shares | $1.4M | 40K |
| Tri Contl Corp | TY | Shares | $1.3M | 40K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Wisdomtree Tr | XSOE | Shares | $1.1M | 28K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.0M | 18K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 3K |
| Spdr Series Trust | SPSM | Shares | $986K | 20K |
| Vanguard Tax-Managed Fds | VEA | Shares | $945K | 15K |
| Vanguard Index Fds | VTI | Shares | $938K | 3K |
| Spdr Series Trust | SPYM | Shares | $915K | 12K |
| Spdr Series Trust | SLYV | Shares | $905K | 10K |
| Gabelli Global Small & Mid C | GGZ | Shares | $864K | 58K |
| Vanguard Malvern Fds | VTIP | Shares | $832K | 17K |
| Ishares Tr | ITOT | Shares | $826K | 6K |
| Pimco Etf Tr | PYLD | Shares | $795K | 30K |
| Pimco Etf Tr | MUNI | Shares | $781K | 15K |
| Ishares Gold Tr | IAU | Shares | $762K | 9K |
| Vanguard Index Fds | VOO | Shares | $759K | 1K |
| Invesco Exch Traded Fd Tr Ii | PDN | Shares | $752K | 17K |
| Vanguard Intl Equity Index F | VSS | Shares | $749K | 5K |
| Pimco Etf Tr | MINO | Shares | $713K | 16K |
| Virtus Dividend Interest & P | NFJ | Shares | $699K | 55K |
| Ishares Tr | ITB | Shares | $689K | 8K |
| Pimco Etf Tr | LONZ | Shares | $684K | 14K |
| Vaneck Etf Trust | MOAT | Shares | $679K | 7K |
| Vanguard World Fd | VOX | Shares | $667K | 4K |
| Vanguard Index Fds | VBR | Shares | $657K | 3K |
| Ishares Tr | IVV | Shares | $656K | 1K |
| Ssga Active Etf Tr | TOTL | Shares | $645K | 16K |
| Capital Group New Geography | CGNG | Shares | $642K | 20K |
| Philip Morris Intl Inc | PM | Shares | $630K | 4K |
| Vanguard Index Fds | VV | Shares | $585K | 2K |
| Franklin Templeton Etf Tr | FLGB | Shares | $561K | 16K |
| Vanguard Specialized Funds | VIG | Shares | $557K | 3K |
| Intercontinental Exchange In | ICE | Shares | $550K | 4K |
| Ishares Tr | IJS | Shares | $541K | 5K |
| Goldman Sachs Etf Tr | GSIE | Shares | $539K | 13K |
| Vanguard World Fd | VGT | Shares | $539K | 773 |
| Spdr Gold Tr | GLD | Shares | $538K | 1K |
| Johnson & Johnson | JNJ | Shares | $536K | 2K |
| Bank America Corp | BAC | Shares | $530K | 11K |
| Amazon Com Inc | AMZN | Shares | $526K | 3K |
| Pimco New York Mun Fd Ii | PNI | Shares | $519K | 76K |
| J P Morgan Exchange Traded F | JBND | Shares | $501K | 9K |
| Invesco Exchange Traded Fd T | PRF | Shares | $477K | 10K |
| Coca Cola Co | KO | Shares | $475K | 6K |
| Blackrock Esg Cap Allc Term | ECAT | Shares | $470K | 35K |
| Ishares Gold Tr | IAUM | Shares | $469K | 10K |
| Dimensional Etf Trust | DFNM | Shares | $456K | 10K |
| Vanguard Index Fds | VOE | Shares | $440K | 2K |
| Abbvie Inc | ABBV | Shares | $437K | 2K |
| Ishares Tr | IBB | Shares | $427K | 3K |
| Pfizer Inc | PFE | Shares | $405K | 14K |
| Ishares Inc | IEMG | Shares | $398K | 6K |
| Alphabet Inc | GOOG | Shares | $395K | 1K |
| Fidelity Covington Trust | FNCL | Shares | $380K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $377K | 445 |
| Vanguard Index Fds | VNQ | Shares | $363K | 4K |
| Spdr Series Trust | SPMD | Shares | $360K | 6K |
| Salesforce Inc | CRM | Shares | $359K | 2K |
| Ishares Tr | IXUS | Shares | $355K | 4K |
| Walmart Inc | WMT | Shares | $348K | 3K |
| Cisco Sys Inc | CSCO | Shares | $342K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.